StockDriftsStockDriftsTop 50 Churchill Financial Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | 26.13% | 1.00M | $124.4M | +59.29%(+372.44K) | $111.18(+18.25%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.05% | 94.6K | $24.0M | +50.01%(+31.55K) | $263.10(+13.59%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.06% | 29.5K | $19.3M | +79.61%(+13.10K) | $673.55(+10.72%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.47% | 25.4K | $16.5M | +17.18%(+3.73K) | $672.89(+10.32%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.14% | 40.4K | $14.9M | +70.17%(+16.65K) | $470.32(-13.84%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.33% | 38.5K | $11.1M | +55.43%(+13.74K) | $285.98(+40.79%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 2.31% | 11.1K | $11.0M | +46.22%(+3.49K) | $905.17(+14.13%) | 2026-03-31 | |
| DGRO | ISHARES TR | 2.22% | 150.2K | $10.5M | +46.65%(+47.79K) | $69.08(+5.91%) | 2026-03-31 | |
| AMAT | APPLIED MATLS INC | 2.05% | 28.5K | $9.8M | +19.87%(+4.73K) | $242.23(+80.25%) | 2026-03-31 | |
| GS | GOLDMAN SACHS GROUP INC | 1.91% | 10.7K | $9.1M | +67.01%(+4.30K) | $847.63(+12.72%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.34% | +10.35% |
| Top 20 Holdings Unweighted | -6.98% | -19.51% |
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